SC

Slow Capital Portfolio holdings

AUM $817M
1-Year Est. Return 31.39%
This Quarter Est. Return
1 Year Est. Return
+31.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$367M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
299
New
Increased
Reduced
Closed

Top Buys

1
+$1.79M
2
+$1.32M
3
+$1.32M
4
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$1.31M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.3M

Top Sells

1
+$8.93M
2
+$6.69M
3
+$3.16M
4
AAPL icon
Apple
AAPL
+$2.27M
5
ORCL icon
Oracle
ORCL
+$1.93M

Sector Composition

1 Technology 23.59%
2 Consumer Discretionary 14.39%
3 Healthcare 10.01%
4 Communication Services 7.48%
5 Financials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.8M 0.49%
7,979
-117
77
$1.8M 0.49%
6,883
-2,031
78
$1.76M 0.48%
7,396
-12
79
$1.75M 0.48%
6,969
-25
80
$1.75M 0.48%
56,790
-11,564
81
$1.73M 0.47%
8,051
+219
82
$1.73M 0.47%
23,926
+2,407
83
$1.73M 0.47%
16,569
+5,116
84
$1.7M 0.46%
5,801
-863
85
$1.69M 0.46%
21,374
+272
86
$1.69M 0.46%
30,438
+491
87
$1.69M 0.46%
5,937
+306
88
$1.66M 0.45%
23,102
+1,691
89
$1.63M 0.44%
65,897
+5,628
90
$1.6M 0.44%
13,673
-284
91
$1.58M 0.43%
23,968
+18,518
92
$1.57M 0.43%
31,362
+5,886
93
$1.56M 0.42%
10,848
+249
94
$1.55M 0.42%
6,980
+59
95
$1.53M 0.42%
31,094
-13,412
96
$1.52M 0.41%
12,013
+6,783
97
$1.46M 0.4%
4,341
-290
98
$1.45M 0.39%
8,895
+1,799
99
$1.44M 0.39%
50,410
+18
100
$1.4M 0.38%
18,444
+1,032
2 3
4
5 6